PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.6M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.22M
5
VTV icon
Vanguard Value ETF
VTV
+$6.18M

Top Sells

1
+$2.91M
2
+$2.54M
3
+$2.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.13M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.4M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$12K ﹤0.01%
288
1577
$12K ﹤0.01%
144
-205
1578
$12K ﹤0.01%
227
1579
$12K ﹤0.01%
+398
1580
$12K ﹤0.01%
261
+228
1581
$12K ﹤0.01%
15
+12
1582
$12K ﹤0.01%
163
1583
$12K ﹤0.01%
95
-18
1584
$12K ﹤0.01%
399
1585
$12K ﹤0.01%
1,139
+979
1586
$12K ﹤0.01%
4,753
+2,586
1587
$12K ﹤0.01%
154
1588
$12K ﹤0.01%
125
-184
1589
$12K ﹤0.01%
+1,191
1590
$12K ﹤0.01%
+210
1591
$12K ﹤0.01%
313
+44
1592
$12K ﹤0.01%
388
1593
$12K ﹤0.01%
835
+171
1594
$12K ﹤0.01%
483
1595
$12K ﹤0.01%
292
+76
1596
$12K ﹤0.01%
+688
1597
$12K ﹤0.01%
338
+200
1598
$12K ﹤0.01%
416
+88
1599
$12K ﹤0.01%
2,271
+568
1600
$12K ﹤0.01%
848
+365
62 63
64
65 66